RBC Bearings increases net sales 5.8% YoY
In fiscal-fourth-quarter and full-year 2025 reporting, RBC Bearings Inc. said its Q4 net sales of $437.7 million increased 5.8% over last year.
Net sales to the aerospace/defense market rose 10.6%, and industrial net sales were up 3.3%
The company's gross margin was 44.2% for the fourth quarter of fiscal 2025 compared to 43.1% last year.
“I am proud of our team’s outstanding performance in Fiscal 2025,” said Chairman and Chief Executive Officer Dr. Michael J. Hartnett. “We executed flawlessly in an aerospace production environment that included multiple disruptions, and our intense focus on organic growth as a cornerstone of the RBC Ops Management System enabled us to significantly outgrow Industrial markets that mostly contracted throughout the year. In true RBC fashion, we delivered a stronger than expected operating performance, translating revenue growth of roughly five percent to Adjusted EBITDA growth of 7.8 percent, and Adjusted EPS growth of 16.1 percent. That translated into another record year for free cash flow generation, which we used to pay down an additional $275 million of debt, taking trailing net leverage to a post-Dodge low of 1.7x. We expect to carry this momentum into Fiscal 2026, in what I believe will be another strong year for RBC.”
Net income for the fourth quarter of fiscal 2025 was $72.7 million compared to $61.6 million for the same period last year. On an adjusted basis, net income was $89.3 million for the fourth quarter of fiscal 2025 compared to $78.0 million for the same period last year.
Backlog as of March 29, 2025, was $940.7 million compared to $896.5 million as of December 28, 2024 and $821.5 million as of March 30, 2024.
The company said it expects net sales to be approximately $424.0 million to $434.0 million in the first quarter of fiscal 2026, compared to $406.3 million in the prior year, for a growth rate of 4.4% to 6.8%. Gross margin is expected to be in the range of 44.25% to 44.75% and SG&A as a percentage of net sales is expected to be in the range of 16.75% to 17.25%.
INDUSTRIAL SUPPLY MAGAZINE
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